Last time they discovered Gold in California on some flowing rivers. That started a mad stampede from all over USA to California. California became a developed State and today they got the Silicon Valley
Last time they discovered tin in Malaysia. Our Chinese forefathers in their diaspora migrated to Malaysia. WHY FACE FAMINE IN CHINA WHEN TIN WAS SO ABUNDANT IN MALAYSIA
PEOPLE DISCOVERED OIL IN SAUDI ARABIA. OIL LITERALLY OOZING OUT ON SAUDI SOIL. MANY INDIANDS FLOCKED TO WORK IN THE MIDDLE EAST
LAST YEAR CALVIN DISCOVERED PETRONAS GOING TO PUMP RM30 BILLIONS FOR UPSTREAM OGSE JOBS
CALVIN HIGHLIGHTED CARIMIN, PENERGY, DAYANG, UZMA, NAIM AND VELESTO ALL GONE UP FROM 100% TO 400%
NOW CALVIN SEES GOVT POURING RM50.3 BILLIONS INTO NFCP FIBERISATION
CASH OF RM10.8 BILLIONS ALREADY SENT TO TELEKOM COFFERS ; NOW OVERFLOWING WITH LIQUID CASH AWAITING PEOPLE TO BID FOR JOBS
Calvin, re-study your research on Uzma. Remember you wrote about their high margins? Uzma can deliver sterling results to support continued uptrend of its price.
TM and TNB signed a MOU to explore sharing of fiber optic cable line to reduce expenses under NFP on early 2018 in line with MCMC to reduce internet charges. TNB have 12000 km fiber optic cable line mainly installed on its high voltage lines of 275KV and 132KV, very little at the 11KV, which are essentially the connection to homes, or commonly known in the telecoms industry as the last mile connectivity.
Opcom price up from 33 sen to RM 1.00 within year 2018 on NFP. Opcom price up from 45 sen on Aug2019 to 82 sen on Oct2019 on NFCP news , with Tun son is resigned on all positions in opcom price already factor those in.
Digitalise infras RM 50.3 billion ( include NFCP RM 21.6 billion ) . TNB as Project Manager on NFCP pilot run in Jasin is successfully completed, now is expand to whole Melaka scheduled be complete by March’2020 with 8 registered retail service providers: Maxis, Digi, Celcom, Astro, Umobile...
Look like TM and TNB will shared resources on fiberisation.
5G is using RAN network which is more intelligent and easy to install on lamp post, not like 4G install on big standalone tower .
In terms of fibre, TNB alone has over 12,000 km across the nation and it has 9.2 million customers. If its fibre and poles are given access to and if it is technically viable, large parts of the nation can have fast broadband. TM has its own poles for connectivity.
Besides that, TM has over 54,000 km of fibre deployed globally, Time dotCom Bhd over 7,000 km running along the North South Expressway.
Others with fibre include Fiberail Sdn Bhd (owned by TM, KTM and Petrofiber Network (M) Sdn Bhd) with 4,800 km running along the railway tracks; Fiberail (owned by TM and TNB) has 110,000 km across Peninsular Malaysia and Sabah. There is also about 1,000 km of fibre on federal roads.
Other players like Sacofa has its own fibre optic network in East Malaysia, and the three major cellular players, Celcom Axiata Bhd, Digi.Com Bhd and Maxis Bhd , have similar infrastructure but it is mainly for their cellular networks.
1) under NFP in 2018, TM held open tender for the supply of fiber optic cable 384 core loose tube with closing date 23/2/2018.
2) Opcom FY19 annual report recorded the lowest profit from average 3 years RM 7 million to RM 0.5 million, FY20 (2Q) is loss ( RM 1.5 million) .
3) Opcom appointed 2 CEO after 2 co- founder are resigned / retired , CEO and Chairman . The newly appointed 2 CEO : one is from sales and marketing , one is from operations.
4) TM is awarded 2018 open tender for broadband installation and restoration to Opcom valid until Dec'2019. Should be using Ericsson network equipment not exinda network.
5) TM is signed MOU with Huawei on 5G , not Ericsson.
6) Digitalise infras RM 50.3 billion : include NFCP RM 21.6 billion, include IR4.0 RM 20.7 billion ( cash and non cash incentives on software , hardware and machines ).
Opcom price up from 45 sen on Aug2019 to 82 sen on Oct2019 on NFCP news . And from 82 sen down to 62 sen on early Dec'2019.Year end window dtessing push up to 75 sen and down to 71.5 sen on 3/1/2020. TA is also down trend ,may down to 65 sen , better kiv until after CNY.
1) under NFP in 2018, TM held open tender for the supply of fiber optic cable 384 core loose tube with closing date 23/2/2018.
2) Opcom FY19 annual report recorded the lowest profit from average 3 years RM 7 million to RM 0.5 million, FY20 (2Q) is loss ( RM 1.5 million) .
A risk concern :
FY16 +RM7 mil , FY17 +RM7.2 mil , FY18 +RM6.7 mil , FY19 +RM0.5 mil , FY20(2Q) -RM1.5 mil ,
FY19 revenue is decreasing from 100 mil to 75 mil , FY20(2Q) is 23 mil with a loss - RM 1.5 mil . FY20 is anticipated to be in loss with low revenue of estimated 46 mil . Why FY19 revenue is reduced during NFP , expected be reduced to half in FY20 with loss . TNB fibre optic line is a factor, TNB in broadband is 2nd factor , 2 co-founder CEO Tun’s son is resigned and Chairman is retired is 3 factor .
Oh Baby Shark. Obviously you didn't play safe & take your slight profit when it hit 0.735 & sit out until it has crack 0.80. Baby Shark, wake up, you are going to be eaten by the Big Sharks. NO WONDER YOU GET NO SLEEP. Don't follow the herd to the slaughterhouse.
Baby Shark If you are looking for a short term profit on this, the time to buy is now. Today's bottom is just about where the support level of the up-trend channel is with a resistance level of 0.80. If it gets past 0.80 then you are looking at the stars. In the mean time you could get in now & get out in the middle of the channel at maybe 0.750 & still make a decent short term profit. Only my opinion, please do your own analysis.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
lee9fold
4,730 posts
Posted by lee9fold > 2020-01-02 14:18 | Report Abuse
emotional